Matthew Jakes earned the right to use the Chartered Financial Analyst (CFA) designation
July 2010

Mark Orndorff was elected Vice President of the Memphis Branch of the West Tennessee Chapter of the American Society of Appraisers
June 2010

Southard Financial was a booth exhibitor at the MMBC 2010 Economic Development Fair
June 2010

Southard Financial presented "Valuing Your Business" to the Mid-South Minority Business Council
May 2010

Owen Johnson co-presented Liquidity Alternatives for Businesses at Christian Brothers University, March 18, 2010
February 8, 2010

Mark Orndorff completed the 27-hour ASA course "Valuation of Intangible Assets for Financial Reporting Purposes"
November 2009

Owen Johnson attended the AICPA National Business Valuation Conference in San Francisco, CA
November 15-17, 2009
 
Doug Southard speaks to Banking and the Recession
November 13-19, 2009
 
Matthew Jakes passed Level III of the CFA Examination
August 2009
 
Dave Harris and Mark Orndorff attended the ASA Advanced Business Valuation Conference in Boston
October 19-21, 2009

Owen Johnson made a presentation to the Memphis Bar Association on "Liquidity Options for Business Owners", November 9, 2009
 
Southard, others make ESOPs work
October 23, 2009

Doug Southard is focus of article about valuation in a depressed economy
September 4, 2009

Dave Harris weighs in on difficult valuation
September 4, 2009

Dave Harris weighs in on whether the Capital Purchase Program saved the banking system
May 1, 2009

Dave Harris is quoted in article on the use of TARP by big Memphis banks
December 5, 2008

Doug Southard is quoted in article about raising FDIC insurance limits
November 14, 2008

Dave Harris is quoted in article about structuring acquisitions and negotiation tactics
October 24, 2008

Southard Financial is focus of article - Banking boom, bust benefits Memphis valuation firm
September 5, 2008

More News...
 

 

Through its investment banking division, Southard Financial specializes in providing services to buyers and sellers of private businesses, public companies divesting their divisions or subsidiaries, and entrepreneurs seeking liquidity or growth capital. Southard Financial assists clients in industry consolidations, roll ups, refinancings, and recapitalizations and has extensive experience in merger and acquisition advisory assignments and financings through private placements.

In providing investment banking services, Southard Financial utilizes its extensive relationships with strategic and private-equity investors, venture capital firms, institutional investors, commercial banks, and finance companies.
Southard Financial has been successful in executing the sale of small and middle-market companies to financial and strategic buyers as well as identifying acquisition candidates for buyers.

Please click a link below to learn more about our investment banking services:
Recent Transactions:
 
 
 
 
 
 

Please contact one of the following professionals at Southard Financial with any questions or for a confidential proposal of our services.

Owen T. Johnson, CPA/ABV, CBA, ASA
901-761-7500
owen@southardfinancial.com

Douglas K. Southard, DBA, CFA
901-761-7500
doug@southardfinancial.com

Mark A. Orndorff, CFA, ASA
901-761-7500
mark@southardfinancial.com

   

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